Job Description

Career OpportunitiesPositionAssistant ManagerAsst Manager- 5ADepartmentDSFReporting toBranch Relationship ManagerJOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).KEY RESPONSIBILITIESService through relationship managementxc2xb7 Establishing and strengthening relationship with the allocated customer base.xc2xb7 Ensure retention of in his/her allocated Book of Relations (existing customer database).xc2xb7 Act as single point of contact for customers for any customer query/complaint.xc2xb7 Identify financial goals of customers and providing financial planning assistance.xc2xb7 Competition Analysis for giving professional advice to customerxc2xb7 Fix self appointments everyday from the given customer database as per the campaignSalesxc2xb7 Focus on cross-sell & up-sell opportunity in allocated customers.xc2xb7 Ensure successful completion of licensing as per MLI standardsMEASURES OF SUCCESSxc2xb7 TAT adherence for updating System - CRM Nextxc2xb7 Successful completion of cross-sell/ up-sell Business Goals month on monthxc2xb7 Collection of payment/premium from 91-180 days due policiesxc2xb7 Complaint Resolution /Customer satisfactionxc2xb7 Achievement of Retention Targets.xc2xb7
45 unique customer meetings in a monthxc2xb7 More than 90% attendance (of total working days)xc2xb7 Successfully score
=80% in the Functional Trainings impartedDESIRED QUALIFICATIONS AND EXPERIENCEAssistant Manager - Customer Advisory Team:xc2xb7 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.xc2xb7 Minimum 6 months exposure to Life Insurancexc2xb7 Age Bracket: 25-30 yearsxc2xb7 Must own a conveyanceKNOWLEDGE / SKILLS / ABILITIESxc2xb7 Process & Result orientationxc2xb7 Customer centricity & relationship buildingxc2xb7 Basic Computer Knowledge.xc2xb7 Good communication skills- English and regional languageMax Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.Career OpportunitiesPositionAssistant ManagerAsst Manager- 5ADepartmentDSFReporting toBranch Relationship ManagerJOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).KEY RESPONSIBILITIESService through relationship managementxc2xb7 Establishing and strengthening relationship with the allocated customer base.xc2xb7 Ensure retention of in his/her allocated Book of Relations (existing customer database).xc2xb7 Act as single point of contact for customers for any customer query/complaint.xc2xb7 Identify financial goals of customers and providing financial planning assistance.xc2xb7 Competition Analysis for giving professional advice to customerxc2xb7 Fix self appointments everyday from the given customer database as per the campaignSalesxc2xb7 Focus on cross-sell & up-sell opportunity in allocated customers.xc2xb7 Ensure successful completion of licensing as per MLI standardsMEASURES OF SUCCESSxc2xb7 TAT adherence for updating System - CRM Nextxc2xb7 Successful completion of cross-sell/ up-sell Business Goals month on monthxc2xb7 Collection of payment/premium from 91-180 days due policiesxc2xb7 Complaint Resolution /Customer satisfactionxc2xb7 Achievement of Retention Targets.xc2xb7
45 unique customer meetings in a monthxc2xb7 More than 90% attendance (of total working days)xc2xb7 Successfully score
=80% in the Functional Trainings impartedDESIRED QUALIFICATIONS AND EXPERIENCEAssistant Manager - Customer Advisory Team:xc2xb7 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.xc2xb7 Minimum 6 months exposure to Life Insurancexc2xb7 Age Bracket: 25-30 yearsxc2xb7 Must own a conveyanceKNOWLEDGE / SKILLS / ABILITIESxc2xb7 Process & Result orientationxc2xb7 Customer centricity & relationship buildingxc2xb7 Basic Computer Knowledge.xc2xb7 Good communication skills- English and regional languageMax Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.